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The client profile page is your primary workspace for an individual client. You reach it by clicking any row in the Clients list or by searching for a client by name or BP-ID. The page header shows the client’s full name as a breadcrumb trail (Clients › Name) and stays visible as you move between tabs.

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Profile Tabs

The profile is divided into tabs, each focused on a different aspect of the client’s record. Click any tab heading to switch to it.
The Overview tab displays the client’s core demographic information and a summary of their packet status. From here you can edit all personal details and view or update fields such as:
  • Full name, date of birth, phone, and email
  • Mailing address (street, city, state, ZIP)
  • Language preference and marital status
  • US citizenship, country of birth, and immigration status
  • Disability flag and health insurance details
  • Packet status (Draft, In Progress, Complete, or Submitted to DCF)
Editing basic info: Click the Edit button next to any field group to enter edit mode. Make your changes, then click Save to commit them. Changes are applied immediately and logged in the Activity tab.

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Social Security Number

The SSN is stored encrypted and is never displayed in plain text by default. On the Overview tab, the SSN field shows •••-••-XXXX (last four digits only) to all users.
Revealing the full SSN requires elevated permissions. If your role does not include SSN access, the reveal button will not appear. Contact your administrator if you need access.

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Client Portal Account

From the client profile Overview, you can create and manage a portal account so the client can log in and track their enrollment status. The same controls are available on the ACA pipeline lead detail page.

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Creating a portal account

1

Open the Generate Portal Account dialog

On the Overview, click Generate Portal Account.
2

Enter the portal login email

Type the client’s portal login email. The password is set to the default, Password1 — you do not enter one.
3

Generate

Click Generate. The email must be a valid address and cannot already be in use by another client’s portal account, or you’ll be asked to enter a different one.
Once created, the card shows the portal email and password. You can reveal the password and use Print Credentials to hand the login details to the client.

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Updating an existing portal account

After an account exists, two actions let you change the credentials:

Set Email

Enter a new portal login email for the client. As with creation, the email must be unique across client portal accounts.

Set Password

Enter a new password for the client. Passwords must be at least 6 characters.

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Program Enrollment Status Badges

Status badges appear on the Programs tab and in the client list. Each badge reflects the current status of that case record:
The client is actively enrolled in this program. Displayed in green.
An application has been submitted and is awaiting a decision. Displayed in amber.
The case was denied, closed, or the client was determined ineligible. Displayed in red.
The enrollment is active but a renewal application is required. Displayed in purple.
The client has been referred to the ACA marketplace and is in the pipeline. Displayed in blue.
Additional information was requested and the case has been returned. Displayed in orange.

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Adding a Note

Notes are freeform text entries visible to all staff with access to the client record.
1

Go to the Activity tab

Navigate to the Activity tab on the client profile.
2

Click Add Note

Click the Add Note button at the top of the activity feed.
3

Write and save

Type your note in the text area and click Save. The note is timestamped and attributed to your staff account.

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Adding a Task

Tasks let you assign follow-up work to yourself or another staff member with an optional due date and priority level.
1

Go to the Tasks tab

Navigate to the Tasks tab on the client profile.
2

Click New Task

Click the New Task button.
3

Fill in task details

Enter a title, optional description, priority (Low, Normal, High, or Urgent), due date, and the staff member to assign it to.
4

Save the task

Click Save. The task appears in the Tasks tab and in the assigned staff member’s task queue.

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Scheduling an Appointment

You can book a follow-up appointment for a client directly from their profile.
1

Open the queue or appointment area

From the client profile header, click Schedule Appointment (if available) or navigate to the Queue section and create an appointment linked to this client by their BP-ID.
2

Set appointment details

Choose the date, time, reason (New Application, Renewal, Status Check, Document Drop-Off, Follow-Up, or ACA Review), assigned staff member, and any notes.
3

Confirm

Click Save. The appointment appears in the Queue and in the client’s queue history.

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Release of Information Authorizations

The profile displays a Release Auth badge showing whether a current authorization is on file and how many days remain until it expires. Authorizations expiring within 15 days show an amber warning. Expired or missing authorizations show in red. To add a new authorization, go to the Overview section and use the release authorization controls to record the authorized person, their relationship to the client, and the expiry date.

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Forms and Acknowledgements

The profile tracks the four intake acknowledgements signed during intake — Marketplace Release, Enrollment & Coverage Disclosure, Income Attestation, and DCF Access Authorization — with their signed timestamps and expiry dates. You can re-collect signatures and view the status of each form here.